+341.5%
ONTO vs ARWR
+48.1%
+293.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -6.8% | -8.8% | -13.8% |
| 7D | -29.7% | -5.0% | -24.7% | -28.6% |
| 30D | -50.3% | -6.6% | -43.6% | -49.2% |
| 3M | -43.5% | -33.9% | -9.6% | -37.1% |
| 6M | -48.9% | -23.3% | -25.5% | -45.8% |
| YTD | -1.2% | -13.5% | +12.3% | +0.8% |
| 1Y | +14.9% | +42.5% | -27.6% | +1.6% |
| 3Y | +31.2% | +104.1% | -72.9% | -5.8% |
| 5Y | +68.1% | -28.8% | +96.9% | +49.4% |
| All | +341.5% | +48.1% | +293.5% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling